Whether you're planning a move for yourself or supporting a loved one through a transition, downsizing is more than just moving into a smaller space—it’s about creating a lifestyle that fits your next chapter. From emotional ties to practical decisions, there’s a lot to consider. At The Monarch Group, we’re here to help you navigate this change with clarity, confidence, and care.

Why Downsize?

For many seniors or empty nesters, downsizing can be a smart and empowering move. It allows you to:

• Reduce home maintenance and expenses

• Eliminate unused space

• Move closer to loved ones or health resources

• Simplify day-to-day living

• Create a home environment that supports your evolving lifestyle

But just because it’s smart doesn’t mean it’s easy, and that’s where thoughtful planning comes in.

Debbie’s SRES® Certification: Why It Matters

Monarch agent Debbie Wilhelmus is a Seniors Real Estate Specialist® (SRES), a national designation given to real estate professionals who are trained to help clients aged 50+ through major financial and lifestyle transitions. From coordinating with estate professionals to helping families navigate emotional decisions, Debbie’s background allows her to guide you with patience, knowledge, and respect.

Partnering with Simply Shift

We’re proud to collaborate with Simply Shift, led by Cindy Bush, a local expert in compassionate home transitions. Cindy and her team help with everything from:

• Decluttering and sorting

• Coordinating estate sales and donations

• Packing, moving, and setting up the new home

• Reducing stress throughout the process

Together, we offer a full-service, turnkey approach to downsizing that meets you exactly where you are, whether that’s at the beginning of the journey or already halfway in.

Mark Your Calendar: October Downsizing Event

Join us for a special Lunch & Learn, proudly hosted by Sanders Ridge Health Campus in Mt. Washington, as we explore the topic of “Rightsizing Your Home.” Rightsizing doesn’t have to be scary—we’ll show you how to make the most of your current home with ease and confidence. 

📅 Event Date: October 1 at 12:30pm EST
🎙️ Featuring: Debbie Wilhelmus and Cindy Bush with Simply Shift
🎟️ RSVP by September 17, 2025 here

How to Downsize Without Regret: Key Tips

If you’re starting to think about right-sizing, here are a few foundational tips:

• Start Early: Give yourself time to sort through belongings and make intentional decisions.

• Focus on Function: Look for homes that offer accessibility, manageable upkeep, and a layout that suits your needs.

• Think About Community: Proximity to family, healthcare, or social activities can be just as important as square footage.

• Lean on Trusted Professionals: Surround yourself with experts who understand the emotional and logistical sides of this transition.
  

Bonus: Download Our Downsizing Checklist

To help you or your loved one get started, we’ve created a free Downsizing Checklist with helpful steps, timelines, and reminders.

📥 Click here to download the checklist

Whether you’re just beginning to explore the idea or are actively preparing for a move, The Monarch Group is here to support you every step of the way—with real estate expertise, local resources, and compassion.